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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2001	Hudson Way Capital Management Dallas, Texas	$20.6M	-$1.41M	2	8.09%	Reduced
2002	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$20.5M	+$787K	11	9.44%	Increased
2003	Ninety One Cape Town, South Africa	$20.5M	$0	6	11.57%	Maintained
2004	SFSIG San Francisco Sentry Investment Group San Francisco, California	$20.5M	-$418K	11	9.22%	Reduced
2005	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$20.5M	-$528K	5	7.77%	Reduced
2006	TLW Wealth Management Indian Rocks Beach, Florida	$20.5M	+$67.3K	3	17.78%	Increased
2007	Hendley & Co Zanesville, Ohio	$20.4M	+$110K	3	9%	Increased
2008	HughesLittle Investment Management Vancouver,	$20.4M	+$387K	1	6.96%	Increased
2009	Investure LLC Charlottesville, Virginia	$20.4M	-$1.25M	1	3.21%	Reduced
2010	Shepherd Financial Partners Winchester, Massachusetts	$20.4M	-$44.2K	5	4.75%	Reduced
2011	McIlrath & Eck Arlington, Washington	$20.4M	+$4.32M	13	9.79%	Increased
2012	Riverstone Advisors New Braunfels, Texas	$20.4M	+$50.5K	2	15.21%	Increased
2013	PT Plimoth Trust Plymouth, Massachusetts	$20.4M	+$301K	7	6.58%	Increased
2014	Parkside Investments Deerfield, Illinois	$20.3M	+$1.74M	4	4.94%	Increased
2015	West Branch Capital Amherst, Massachusetts	$20.3M	-$877K	5	14.17%	Reduced
2016	Richard C. Young & Co Newport, Rhode Island	$20.3M	+$602K	2	3.39%	Increased
2017	Rice Partnership Honolulu, Hawaii	$20.3M	-$371K	4	11.07%	Reduced
2018	Mathes Company New York	$20.3M	-$182K	5	9.48%	Reduced
2019	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$20.2M	-$2.86M	1	3.07%	Reduced
2020	Beck Capital Management Austin, Texas	$20.2M	+$446K	4	9.89%	Increased
2021	Pragma Gestao de Patrimonio Sao Paulo, Brazil	$20.2M	+$19.4M	3	18.37%	New
2022	Abacus Planning Group Columbia, South Carolina	$20.1M	-$41.2K	7	9.24%	Reduced
2023	Cozad Asset Management Champaign, Illinois	$20.1M	+$93.5K	6	5.36%	Increased
2024	RCM Ratan Capital Management Miami Beach, Florida	$20.1M	-$9.5M	4	12.17%	Reduced
2025	Brick & Kyle Associates Newtown, Pennsylvania	$20.1M	-$84.5K	4	15.3%	Reduced